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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

353 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+30
Holders Change %
+9.29%
% of All Funds
5.7%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
71
Increased
115
Reduced
135
Closed
34
Calls
$2.48M
Puts
–
Net Calls
+$2.48M
Net Calls Change
+$593K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$126M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.8M
3
LPL Financial
3
LPL Financial
California
$60.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$273M
2
Jane Street
2
Jane Street
New York
$7.77M
3
TC
3
TownSquare Capital
Utah
$658K
4
DOA
4
D'Orazio & Associates
Virginia
$5.66M
5
SW
5
SVB Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
326
Janiczek Wealth Management
Colorado
$181K – – –
SWM
327
Spire Wealth Management
Virginia
$144K +$113K +2,220 +358%
SBL
328
Sargent Bickham Lagudis
Colorado
$144K -$594K -11,745 -81%
HI
329
Harbour Investments
Wisconsin
$129K +$129K +2,543 New
PFBT
330
Parkside Financial Bank & Trust
Missouri
$121K +$10K +198 +9%
CTA
331
Colonial Trust Advisors
South Carolina
$112K +$112K +2,220 New
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$110K +$110K +2,182 New
EWM
333
EPG Wealth Management
Georgia
$101K +$455 +9 +0.5%
PGAM
334
Princeton Global Asset Management
New Jersey
$88K – – –
WPA
335
West Paces Advisors
Georgia
$87.7K -$75K -1,485 -46%
Bessemer Group
336
Bessemer Group
New Jersey
$81K +$81K +1,600 New
KFI
337
Key Financial Inc
Pennsylvania
$61.9K – – –
AF
338
Advisornet Financial
Minnesota
$58.8K -$87.7K -1,736 -60%
GI
339
Gradient Investments
Minnesota
$58.6K -$25.8K -510 -31%
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$50.3K – – –
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$33.9K – – –
ASN
342
Advisory Services Network
Georgia
$30.5K +$30.5K +604 New
FMP
343
Financial Management Professionals
Texas
$30K -$918K -17,970 -97%
US Bancorp
344
US Bancorp
Minnesota
$19.7K – – –
GA
345
GoalVest Advisory
New York
$10K -$1.14M -22,502 -99%
SCA
346
Stonebridge Capital Advisors
Minnesota
$8.09K -$138K -2,740 -94%
AssetMark Inc
347
AssetMark Inc
California
$7.83K +$7.73K +153 +7,650%
SIM
348
Studio Investment Management
Illinois
$6.17K -$4.42M -87,543 -100%
EE
349
EWG Elevate
California
$5.41K +$5.41K +107 New
RIA
350
Realta Investment Advisors
Delaware
$3.57K +$50 +1 +1%
12 13
14
15 16